Broker brief
Po Box 9052, Radnor, PA 19087 · EIN 13-2695427
Plan year 2025
Groups
31
Lives under management
51,716
Direct (A)
$2,275,369
Additional (C)
$0
Over time
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
−28 · −47.5% vs 2024Δ Lives
−100,123 · −65.9% vs 2024Added (8)
Dropped (36)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added · Named parties removed
Reported premium moved
Named parties added · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers removed
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties removed
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Broker tenure · Comp % outside peer band
Broker tenure
Named parties added · Reported premium moved
Named parties removed · Covered lives moved · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Coverage removed in the last 2 years
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added · Carriers removed